See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,779 | $202,318-28.4% | $172,739-16.2% | $152,861-5.3% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 21.28% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,812 | $5,856-52.0% | $5,143-45.3% | $4,762-40.9% |
| Participant deferral / active EE | $14,701 | $5,948+147.2% | $5,198+182.8% | $5,850+151.3% |
| Admin fee / account holder | $7,605 | $17,109-55.5% | $13,954-45.5% | $11,596-34.4% |